APPLICATION: PTM Vision/Inventory/Pluss Commerce

PROBLEM SUMMARY:  Pluss Commerce: The red X on the Categories screen when adding a part online is available to click when it should not be

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

****Testing required only if a Pluss Commerce user; Otherwise, no testing is required****

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Select a Part that is currently no list for sale on Pluss Commerce

5. Select the Online Menu button

6. Select Sell Part Online

   1. Verify when the Categories window is shown, the Red X in the upper right corner cannot be selected

7. Select a Category from the list

8. Select Done to exit

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Pluss Commerce: Please Contact Pluss Sales Department for more Information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When using the @ symbol in the text of an on-the-fly labor op, we are prompting to move the hours to a mechanic X, which is incorrect

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. In the Input field enter REPLACE LIGHTS @5

6. Press Enter twice

7. Select Yes to separate jobs

   1. Verify the Labor operation is added to the Work Order with Replace Lights in the Description of the Labor operation ad 5 hours assigned to the Job

   2. Verify no prompt is shown to move hours to a Mechanic

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 1,60 OFF: Disable prompt to Move Hours when Changing Assigned Tech 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=editing_labor_on_orders

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  When launching Vision into Timeclock only, and the Login button is selected from the File menu, we are seeing all Vision menu items on the left appear

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision/Timeclock from a preset Icon that only loads PTM Vision Time Clock

   1. i.e. Set the Target of the Icon to open the Time Clock only

2. Select File from the Tools Menu

   1. Verify Log In is not available for selection

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Time Clock Module: Please contact Pluss Technical Support for more information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=time_data_on_workorder

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Discounts are being applied to Taxes when applied to a Work/Sales order

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

1. Access PTM Vision

2. Select U. Utilities

3. Select J. Sales Tax/Inventory Qtys/Update Notes/Invoicing Options

4. Select C. Invoice #/Workorder #/P.O. #/Interest %/Shop Rate/Discount

5. Select Ok to continue to the next popup

6. Set the % of charge add to W.O to a negative amount

   1. ex. -5, which equates to -5% discount applied to Work orders

7. Set the Disc-what field to A or All

8. Select Ok to save

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Select O. Open orders

2. Select Work Order tab and select F2. New

3. Select a Taxable customer to use and enter customer account information

4. Apply a taxable part/labor to the order

   1. Verify the Discount is not applied to the Tax

   2. Verify the Discount is applied to the Part total + Labor Total, then taxes are calculated after the discount has been applied to the Parts/Labor total

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=shop_supplies

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY: When feature 3,96 is active "Warn User If Open Wo/So already Exists For Current Unit" feature causes issue when opening any order

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Select F2. New Order

5. Select A. Work order

6. Enter a Customer that does NOT have a Unit setup in the Customer file

7. Select the Unit dropdown

8. Use the Esc key and exit the Unit popup twice

   1. Verify the Estimate is shown and no dialog appears to warn the user another Open order exists for the Unit

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 3,96: Warn user if Open WO/SO already exists for Current Unit

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=unit_information

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Inventory: Change supersession prompt

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and select a Part to edit

4. Select F4. Edit

5. Select the Edit Item button

6. Change the Part number to something different and select Ok

   1. Verify a dialog is shown that states "Would you like to create a supersession number for XXXXXXX?"

   2. Verify the focus of the dialog is on the No button

7. Select No to the dialog that states "Part number change from XXXXXXX to XXXXXXX. Would you like to update all attachments and history?"

8. Select F4. Edit

9. Select F10. Search and select a Labor operation to edit

10. Change the Labor Operation name

    1. Verify there is not dialog asking to create a supersession for the Labor Operation

    2. Verify the prompt to move attachments/history is still in place

11. Select F4. Edit to save

12. Select F10. Search and select a VSM item to edit

13. Change the VSM name

    1. Verify there is not dialog asking to create a supersession for the VSM item

    2. Verify the prompt to move attachments/history is still in place

14. Select F4. Edit to save

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_7_editing_inventory_items

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a New Order is created with Ctrl+F2 and a BO existed on the Original Order, when the New order is closed, we prompt for the Part to go back into stock or to a new WO

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Work order tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory part with no In stock qty

7. Back order the part

8. Select Ctrl+X on the part

9. Select Ctrl+F2

10. Select Work Order

11. Select Yes to Move parts

12. Select Yes to Delete part from original order

13. Select F11. PO

14. Select O to order the part

15. Select R to receive the part

16. Select F8 to process the PO

17. Exit Purchase orders

18. Print bill and Close the new order

    1. Verify no prompt is shown to send the part to Stock or to a new Work Order and the order is closed properly

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 3,59: Prompt to Create Backorder when Applying Non-stock Parts

• 3,20: Disable Convert Backorders - X Option to require Action

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=move___copy___create_new_order

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop/Class List

PROBLEM SUMMARY:  Vision Need Optional ability to send Work Order category to Quickbooks as a Line item Class

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select P. Setup City-State-Zipcodes/Workorder Dept.

5. Select B. Work Department and Status

6. Create Work order categories

   1. IMPORTANT: Categories not already in Quickbooks are created when the Invoice is synced

7. Select Exit

8. Select X. Esc Exit

9. Select Yes to the dialog that states "Would you like to save all changes?"

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Select a Category from the dropdown

5. Enter Customer account number

6. In the Input field, enter a Labor operation

7. In the Input field, enter a Part

8. Select Alt+F7. Print Bill and Close

9. Select Yes to the dialog that states “Are you sure you want to Print and Bill this Order?”

10. Access the Quickbooks Desktop Application

11. Select List/Class

    1. Verify the Category has been added to the Class list

12. Select Customers

    1. Verify the Invoice created has each Labor Op/Part set to the correct Class

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Quickbooks Desktop Integration: Please Contact Pluss Corporation Sales Department for more information

• 2,30: Prompt for Category when starting Sales orders

• 2,11: Prompt for Category when starting Work orders

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=quickbooks_desktop_integration

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=workorder_category___workorder_department

APPLICATION: PTM Vision/Utilities

PROBLEM SUMMARY:  User Level Protection no longer is functioning properly

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select I. Password Protection

5. Select Setup

   1. If Setup button is unavailable, select the User Level Off button to activate User Level Protection setup

6. Select the User logged in

7. In the Omit9 field, enter the Letter B

   1. Note: The Letter B corresponds to the Utilities menu/B. View Fax & Email menu

8. Select F8. Save to save the changes

9. Select Yes to the dialog that states "Save User Setups?"

10. Select Ok to the dialog that states "User password level is saved and will be in affect when the user exits and goes back in."

11. Select Ok to exit the Protection Setup window

12. Select X. Esc Exit

13. Select Yes to the dialog that states "Would you like to save all changes?"

14. Select U. Utilities

    1. Verify the B. View Fax & Email menu item is no longer visible

15. Select J. System Setup

16. Select I. Password Protection

17. Select Setup

18. Select the User logged in

19. In the Omit9 field, remove the Letter B

20. Select F8. Save to save the changes

21. Select Yes to the dialog that states "Save User Setups?"

22. Select Ok to the dialog that states "User password level is saved and will be in affect when the user exits and goes back in."

23. Select Ok to exit the Protection Setup window

24. Select X. Esc Exit

25. Select Yes to the dialog that states "Would you like to save all changes?"

26. Select U. Utilities

    1. Verify the B. View Fax & Email menu is now visible again

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=user_level_protection

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Error occurs when using the Esc key to exit the Ctrl+T Tax area after adding/editing a tax%/area and not selecting F4 Edit to save

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search

4. Select a Customer

5. Select F4. Edit

6. Select Ctrl+T. Tax Area

7. Select F4. Edit and change or add a tax%, but DO NOT select F4. Edit

8. Hit Esc on the Keyboard

   1. Verify no error occurs and the tax area change is saved successfully

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=sales_tax_setup_per_customer

APPLICATION: PTM Vision/Utilities/Features

PROBLEM SUMMARY:  Feature 1,11 missing defaulted values

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 1,11

   1. Verify the feature is shown and there are values in the feature

6. Select Ok to exit Features

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 1,11: Open Orders Field List, Open Orders Column List

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=open_orders_features

APPLICATION: 

PROBLEM SUMMARY:  Open Orders (Pull Parts): Create new feature to pull just parts from an order

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select an existing order with parts and labor

   1. Does not matter if it is a Work or a Sales order

4. Select F6. Options

5. Select B. Pull Parts

   1. Verify a menu is shown with the following selections:

      1.  A. Pull Parts Only From Order#XXXXX

      2. B. Pull Parts/Labor and Mark Order XXXXX to Auto-Pull

      3. X. Esc Exit

6. Select A. Pull Parts Only from Order XXXX

7. Select Yes to the dialog that states "Are you sure you would like to pull parts on this order? This will deduct all unpulled quantities from inventory." 

8. Select Ok to the dialog that states "Pulling Parts complete"

9. Open the Order

   1. Verify the only the parts from the order have been pulled from inventory

10. Access the PTM Vision directory

11. Locate the Orders.log file

    1. Verify the above action has been logged correctly

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=orders_options

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Open Orders (Pull Parts):  Changes to existing Pull parts utility

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select an existing order with parts and labor - Does not matter if it is a Work or a Sales order

4. Select F6. Options

5. Select B. Pull Parts

   1. Verify a menu is shown with the following selections:

      1.  A. Pull Parts Only From Order#XXXXXX

      2. B. Pull Parts/Labor and Mark Order XXXXX to Auto-Pull

      3.  X. Esc Exit

6. Select B. Pull Parts/Labor and Mark Order XXXXX to Auto-Pull

   1. Verify a dialog is shown that states "Would you like to pull all parts and labor on this order and flag the order to auto-pull? This will deduct all unpulled quantities from inventory and mark labor done. Future parts/labor added to this order will automatically be pulled as well"

7. Open the Order

   1. Verify the parts have been pulled from Inventory

   2. Verify any labor has been marked Done

8. In the Input field, enter a part with quantity in stock

   1. Verify when the part was added to the order it is immediately pulled from stock and marked with a P

9. In the Input field, enter a Labor operation

   1. Verify when the Labor is added to the order it is immediately set to a Done status and marked with a d

10. Access the PTM Vision directory

11. Locate the Orders.log file

    1. Verify the above action has been logged correctly

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=orders_options

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When changing the Terms on an Open Order from CASH-CC# to CASH and a Password is set in the Credit Limit Password feature, we are being prompted for the Password when we should not

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Work or Sales order tab

4. Select F2. New Order

5. Enter a Customer account set to Terms of CASH

6. Once the Input field is available, select F8. Amend

7. Change the Terms on the order to CHG

   1. Verify the Password prompt is shown

8. Enter in the password and select Ok

   1. Verify the Terms on the order are properly changed

9. Select F8. Amend and change the Terms to CASH

   1. Verify the Password prompt is shown

10. Enter in an INCORRECT password and select Ok

    1. Verify the Terms are NOT changes and stay at the original value

11. Select F8. Amend and change the Term to CASH

    1. Verify the Password prompt is shown

12. Enter in the correct password and select Ok

    1. Verify the Terms on the order are properly changed

13. Select F8. Amend and change the Terms to CASH-CC

    1. Verify the Password prompt is NOT shown and the Terms are changed to CASH-CC

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• QCLIMIT: Credit Limit Password = With a Credit limit password, if a customer has reached this credit limit and an override from CASH terms attempt is made, a user will be prompted to enter the password

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=credit_limit_password

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When the Credit limit password feature is set, and the Terms are changed on an order that requires a password, if the Password is entered incorrectly, the Terms text ends up in the Input field

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Select a Customer set to Cash Terms in the Customer file

6. Once the Input field is available, select F8. Amend

7. Change the Terms to CASH-CC and then CLICK in the Input field

8. In the Password box, enter an incorrect password and press enter

   1. Verify the Terms text is not shown in the Input field

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• QCLIMIT: Credit Limit Password = With a Credit limit password, if a customer has reached this credit limit and an override from CASH terms attempt is made, a user will be prompted to enter the password

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=credit_limit_password

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  The Partsman field name not saving

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Enter a Part number

5. In the Contact field, enter a Name

6. Select Ok to save the Purchase order

7. Once returned to the Purchase order grid, scroll to the right

   1. Verify the Contact name has been saved and is shown in the PARTSMAN column

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=purchase_orders

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When creating a Supersession for a part, the second dialog is not displaying the part name change correctly

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and select a Part to edit

4. Select F4. Edit

5. Select the Edit Item button

6. Change the Part number to something different and select Ok

   1. Verify a dialog is shown that states "Would you like to create a supersession number for XXXXXXX?"

   2. Verify the focus of the dialog is on the No button

7. Select No to the dialog that states "Part number change from XXXXXXX to XXXXXXX. Would you like to update all attachments and history?"

   1. Verify the dialog shows the old Part number and then the new Part number

8. Select F4. Edit to save

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_7_editing_inventory_items

APPLICATION: PTM Vision/Open Orders/Vehicle Sales

PROBLEM SUMMARY:  Acquisition report is showing the WCopay financed amount incorrectly

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing required if using the PTM Vision Vehicle Sales Module; Otherwise, no testing is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Vehicle Sales tab

4. Select F2. New Order

5. Enter Customer account number

6. Select F6. Options/M. Vehicle Sales

7. In the Input field, enter a Vehicle for sale

8. Set Selling Price

9. Leave all other fields empty

10. Select F8. Process

11. Once returned to the Vehicle order, select F6. Options/W. Warranty CoPay

12. Enter a Vendor

13. Enter a portion of the total amount of the Vehicle in the Vendor amount

14. Put the remaining amount in the Enter Customer Amount field

15. Clear any amount in the Inhouse Warranty amount

16. Select Alt+F7. Print Bill and Close

17. Exit Open Orders

18. Select I. Inventory

19. Select F7. Print/W. Acquisition Report

20. Select Ok to the prompt

    1. Verify the Warranty Copay amount applied to the Vehicle sale is not shown and does not affect the running total of the asset

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Vehicle Sales Module: Please contact Pluss Sales Department for more information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=vehicle_sales_es

APPLICATION: PTM Vision/Open Order

PROBLEM SUMMARY:  When an order is set to Auto-pull parts/labor and a part/labor is added to the order, the line does not get marked as Pulled (P) or (d) Done until you exit/re-enter the order (Display Issue)

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Line up on an order that contains Parts

   1. If one does not exist, select F2. New and create an order with parts

4. Select F6. Options

5. Select B. Pull Parts

   1. Verify a menu is shown with the following selections:

      1. A. Pull Parts Only From Order#XXXXX

B. Pull Parts/Labor and Mark Order XXXXX to Auto-Pull

X. Esc Exit

6. Select B. Pull Parts/Labor and Mark Order XXXXX to Auto-Pull

   1. Verify a dialog is shown that states "Would you like to pull all parts and labor on this order and flag the order to auto-pull? This will deduct all unpulled quantities from inventory and mark labor done. Future parts/labor added to this order will automatically be pulled as well"

7. Open the Order

   1. Verify the parts have been pulled from Inventory

8. In the Input field, enter a part with quantity in stock

   1. Verify when the part was added to the order it is immediately pulled from stock and marked with a P

9. In the Input field, enter a Labor operation

   1. Verify when the Labor is added to the order it is immediately set to a Done status and marked with a d

10. Access the PTM Vision directory

11. Locate the Orders.log file

    1. Verify the above action has been logged correctly

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=orders_options

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Flex term Customer accounts need to be available for Bill to Accounting

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search

4. Select a Customer

5. Select F4. Edit

6. Set the Customer terms to F - Flexible

7. Select F4. Edit to save changes

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Select O. Open Orders (Shift + F1)

2. Select the Sales order tab

3. Select F2. New Order

4. Enter Customer account information

   1. DO NOT use the customer set to F

5. In the Input field, enter a Part

6. Select Alt+F7 to Print bill and Close

7. Select F. Bill to account

8. Select the Customer set to F terms from the list

   1. Verify the order is now being billed to the Flex customer

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=bill_to_another_account_

APPLICATION: Pluss Managed Mobile Inventory Application

PROBLEM SUMMARY:  Measured Items calculation for Open quantity is displaying negative 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing only required if using the Pluss Managed Mobile Inventory Application; Otherwise, no testing is required as no changes have been made to core Vision functionality***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access Mobile Inventory Application

2. Enter Username and Password

3. Access the Cycle Count tab

4. Enter in a Linepart number that is a Measured item in PTM Vision

5. Once the Linepart is shown, select it from the list - Verify the In stock Quantity is correct

   1. Verify the Open Quantity is correct and does not display a negative value

   2. Verify the Available Quantity has been correctly displayed

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Pluss Managed Mobile Inventory application: Please Contact Pluss Sales Department for More Information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=23_0_barcode___managed_mobile_inventory